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How to connect FileInvite with LeadsBridge

Integrate FileInvite with LeadsBridge

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Intro

In this article, you'll learn how to connect your LeadsBridge account with FileInvite.

Connect FileInvite integration

Before you start

  1. Head over to the left sidebar and click on the Create new Bridge button
  2. Select your integrations in the selectors
  3. Click on the Continue button at the bottom right

Authorize FileInvite integration

Setup your FileInvite integration

  1. Click on Connect FileInvite
  2. Click on Create new integration to connect your FileInvite (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the FileInvite integration
  4. Fill field to connect FileInvite with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this FileInvite and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your FileInvite is connected, you can continue with the set-up of your bridge

Do you need help?

Here some additional resources: